Posts tagged semiconductors
Everything we have written about semiconductors.
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Nvidia added $91.5 billion on the day of its record buyback. The S&P 500's other chipmakers lost $154 billion.
·4 min read
Nvidia rose 1.68% on 28 September after adding $150 billion to its buyback, gaining $91.5 billion in market value. The S&P 500's 18 other chip stocks lost $154.3 billion, Qualcomm had its worst day since June, and Meta's $91.8 billion drop cancelled Nvidia's gain almost exactly.
sectorstechnologysemiconductorsnvidiametasp500Technology added $586 billion to the S&P 500 today. Five chipmakers accounted for $320 billion of it.
·3 min read
The S&P 500 rose 1.14% on 17 September, but Technology did nearly all of it: the sector added $586.2 billion, with Nvidia, Micron, AMD, Intel and Broadcom responsible for $320.3 billion of that as chip stocks extended a rebound from Wednesday's Fed-driven selloff.
sectorstechnologysemiconductorssp500federal-reserveMeta's 11% jump added $194 billion to the S&P 500. Four stocks supplied 45% of the day's gain.
·4 min read
On 21 September the S&P 500 gained about $1.06 trillion in market value, and Meta, Nvidia, AMD and Intel supplied 45% of it from 12% of the index's weight. Here is the whole map, including the Energy stocks that lost $60 billion.
sectorstechnologysp500metasemiconductorsenergyApple added $164 billion to the S&P 500 today. Six chipmakers lost $284 billion
·3 min read
Apple's 3.56% rise was the single largest dollar gain of any S&P 500 stock on September 10 — bigger than Nvidia's loss. It wasn't close to enough: Nvidia, Micron, Intel, AMD, Lam Research and Broadcom lost a combined $284.1 billion on a day multiple outlets flagged as a broad chip selloff.
sectorstechnologysemiconductorsapplesp500Nvidia's $177 billion drop was more than double what CrowdStrike and Palo Alto Networks gained combined
·3 min read
Nvidia lost $177 billion Monday, more than twice what CrowdStrike, Palo Alto Networks and Fortinet's rally added, after an Anthropic essay calling for AI to be paced split the market into cybersecurity winners and chip losers. Technology still closed the S&P 500's worst sector.
sectorstechnologycybersecuritysemiconductorssp500The memory-chip rally added more to the S&P 500 today than Nvidia did
·3 min read
Eight memory and storage chipmakers added a combined 0.23 index points to the S&P 500 on September 4, more than Nvidia's 0.07, as SanDisk jumped 11.9% on a DRAM and NAND price surge. The index still closed down 0.34%.
sp500semiconductorstechnologyNvidia doubled its revenue. Two days later the whole chip complex fell.
·4 min read
The S&P 500 closed down 0.16% on Friday. Take Nvidia out and it closed up 0.20%. Every one of thirteen AI-hardware names fell that day, and all six of the largest non-AI companies rose.
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